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Business Intelligence

Conversation analytics and BI dashboards for better decisions.

Turn conversations and business data into actionable dashboards. With MCP connectors and safe tool calling, MonoChat can reach your data sources, run analysis, and surface insights — in one unified BI workspace.

Or start with $150 of credit, enough for a first month of Growth

BI Capabilities

Build dashboards, track KPIs, and generate insights across your operations.

  • Customer Intelligence

    Understand segments, behavior patterns, and lifecycle health.

    • RFM analysis (Recency, Frequency, Monetary)
    • Lifecycle & cohort tracking
    • Segmentation & persona building
    • Churn risk signals & retention insights
  • Revenue & Funnel Analytics

    Track revenue drivers, conversions, and bottlenecks end-to-end.

    • Real-time revenue dashboard
    • Funnel & conversion tracking
    • Channel & agent contribution
    • Custom KPIs and drill-down reporting
  • Campaign & Growth Analytics

    Measure ROI/ROAS and optimize campaigns across channels.

    • Attribution modeling
    • A/B test performance tracking
    • Multi-channel growth dashboards
    • Budget efficiency & ROAS insights
  • Financial Monitoring

    Monitor financial health with operational clarity.

    • Revenue vs expense reporting
    • Profitability & margin tracking
    • Cashflow overview and trends
    • Cost analysis and optimization dashboards
  • Conversation Intelligence

    Measure quality, speed, satisfaction, and agent effectiveness.

    • Response time and SLA tracking
    • CSAT / sentiment insights
    • Agent productivity metrics
    • Custom conversation reports via MCP + tools
  • AI Analytics & Predictive Planning

    Use AI + MCP connectors to analyze data and plan what’s next.

    • Demand forecasting & trend prediction
    • Behavior prediction and scoring
    • Risk scenarios & revenue projections
    • Safe tool calling + MCP data connectors

BI Building Blocks

Connect data, define metrics, and operationalize insights.

  • MCP Connectors

    Pull data from external systems and unify it in one BI layer.

    • Safe tool calling
    • Controlled permissions
    • Auditable actions
  • Dashboards & KPIs

    Create KPI dashboards per team, channel, campaign, and agent performance.

    • Custom metrics
    • Drill-down reporting
    • Scheduled exports
  • AI Insights

    Ask questions in natural language and get insights + next-best actions.

    • Forecasting
    • Anomaly alerts
    • Recommendations
  • Governance

    Keep analytics secure with roles, audit logs, and access controls.

    • Role-based access
    • Audit logging
    • Workspace isolation

Team and agent reports

See how your messages and your team are doing

Reports in MonoChat cover messages, customers waiting for a reply and template sends, and Conversation Reports show how each agent and your AI handle conversations, with filters for agent and date.

  • Standard report

    Message reports

    Follow your message volume day by day and channel by channel.

    • Incoming and outgoing messages
    • Incoming messages by channel
    • Daily message report and totals
  • Standard report

    Waiting for a reply

    See who is still waiting for your team to answer.

    • Customers waiting for a reply
    • Sessions waiting for a reply
  • Standard report

    Template message reports

    Track the WhatsApp template messages you send.

    • Its own Template Message Reports tab
    • Next to Message and Customer Reports
  • Conversation reports

    Agent response times

    See how quickly each agent answers, and how long conversations take, for any period.

    • Average first reply time per agent
    • Average response time per agent
    • Average conversation duration
  • Conversation reports

    Agent workload and AI share

    See who handles how much, and how many customers your AI assistant served without an agent.

    • Messages and unique customers per agent
    • Active and completed conversations
    • Customers served by agents vs the bot
  • Conversation reports

    Agent activity and working hours

    See how agents spend their working time, measured against the working hours and shifts you set in Settings › Team.

    • Active vs away time per agent
    • Occupancy within working hours
    • Reports access controlled by role

Industry Benefits

BI insights tailored to your operational reality.

First month of Growth on us

Turn Analytics Into Action

Build BI dashboards, track KPIs, and let AI generate insights — all inside MonoChat.

One code per business • 30 days to redeem • No card needed

$150 to get started.

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